CPR Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$371K	Buy	14,018 +2,886	+26%	+$76.5K	0.29%	36
2025 Q1	$311K	Buy	+11,132	New	+$311K	0.28%	31
2024 Q4	–	Sell	-11,379	Closed	-$321K	–	44
2024 Q3	$321K	Buy	+11,379	New	+$321K	0.3%	33